Our Services

Retirement Planning

Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that satisfies your long-term goals. Our advisors offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to meet your retirement goals.

Since our inception, we have helped clients effortlessly transition from the working world into retirement. Through our personalized approach to planning, we help clients navigate their retirement journey with confidence. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your future.

Investment Management

The heart of our practice is dedicated to carefully constructing and managing investment portfolios. With access to industry-leading money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies for our clients.

At Equity Financial Services Group, we believe sound investment management begins with a proven process, not just a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation. As markets shift and your personal needs change, our customized strategies are built to evolve. To protect and maximize your wealth, we employ tax-advantaged strategies and alternative investment strategies that complement your foundation of core stock and bond portfolios.

Risk Management

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. At Equity Financial Services Group, we manage risk from a personal and a business perspective. Our resident experts will perform a comprehensive review of your insurance needs to protect against potentially catastrophic risks.

By executing full audits of your existing insurance portfolio, our professionals will ensure you have the proper coverage and asset protection structures in place. We will work closely with your insurance agent to provide an independent and objective evaluation of your risk management program.

Wealth Transfer Planning

At its core, wealth transfer isn’t just about money. In addition to your assets, successful individuals want to pass on their most essential and lasting values to their children, grandchildren, and great-grandchildren. Our focused approach to multi-generational wealth management respects the importance of sustaining your legacy.

At Equity Financial Services Group, we want you to have confidence that your most cherished assets will reach the people and places you hold dear. Our strategic plans help ensure your wealth transfer plans fulfill your financial goals well beyond your lifetime. As your guardians, we will work with you to help optimize tax efficiencies, coordinate your documentation, provide for charitable entities and more. No matter where you are in life, we will be here to understand and harmonize your financial needs for you and your loved ones.

Business Succession Planning

You worked hard to build the value of your business. From your employees, to your clients, and your customers, you have taken care of your people with the highest standard of service. Over time, however, the ultimate question comes for every business owner: “what is the next chapter in my life?”

We can help you answer that question with confidence. Working alongside our partners, Equity Financial Services Group can help you evaluate the next steps of your life, whether it be the transition of your business to the next generation, your employees, or an outright sale.

If your firm’s transition is fast approaching or a few years away, preparation is essential. From selecting the right advisors and initiating forward-thinking tax plans to aligning your key team members and more, we will ensure the ultimate transition is as seamless as possible.

As your strategic partner, we will help you prepare for one of life’s biggest transitions.

Employee Benefits

Your employees are among your most valuable business assets. Whether through non-qualified, deferred compensation, 401k, insurance-based options, or profit-sharing plans, offering an attractive benefits package is an ideal way to attract key talents and build employee loyalty. At Equity Financial Services Group, our mission is simple: to provide you with a long-range menu of services that enhances your firm from the inside out. We accomplish this by connecting and educating your company with solutions that reward and retain your key employees while enriching the foundational ethos of your firm.

Through carefully understanding your goals, we help craft and design plans which reward employees above and beyond their current benefit structure while providing greater cause for them to remain in your firm.

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